Waverly Advisors’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
2025
Q1
$1.27M Buy
2024
Q4
$831K Buy
2024
Q3
$390K Buy
2024
Q2
$332K Buy
2018
Q1
Sell
2017
Q4
$6K Buy
2015
Q4
Sell
2015
Q3
$21K Buy
2014
Q3
Sell
2014
Q2
$32K Buy
2014
Q1
$6K Buy